+38.1%
SRVR vs VT
+140.3%
-102.2%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.2% | +0.3% |
| 7D | -0.7% | -2.3% | +1.6% | +1.3% |
| 30D | -2.8% | -5.0% | +2.2% | +1.6% |
| 3M | -9.4% | -4.9% | -4.6% | -5.4% |
| 6M | -20.0% | -1.5% | -18.5% | -19.0% |
| YTD | +0.5% | +8.5% | -8.0% | -6.2% |
| 1Y | -4.1% | +11.4% | -15.4% | -12.5% |
| 3Y | +13.2% | +70.1% | -56.9% | -29.0% |
| 5Y | -21.2% | +53.7% | -74.9% | -46.3% |
| All | +38.1% | +140.3% | -102.2% | -38.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling